Lessons from the ‘sleeping giant’. Not sleeping after all?

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What investors can learn from the Japanese experience At a time when investors from developed nations are facing the relatively new challenge of the ‘hunt for yield’, investors from one... Read more continue reading

PIMCO Secular Outlook Series: Asia

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PIMCO report on Asia: How Asia’s Growth Transitions and Policy Experiments Are Shaping the Global Outlook Key points are: Chinese GDP growth will downshift, averaging 6%-7.5% for the next five... Read more continue reading

China likely to maintain a ‘fine balance’

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The following Q&A was extracted from a Bloomberg interview in Hong Kong with Catherine Yeung, Investment Director. As the National People’s Congress gets under way in China this week, Catherine... Read more continue reading

Asian fixed income thoughts for 2013

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Keep calm and carry on – a wise statement to inspire during war times, and for post-crisis investment in the financial markets.  Keep calm when market turbulence sets in again;... Read more continue reading

Lower structural risk in emerging markets

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Emerging market economies have traditionally experienced cyclical ups and downs but are now starting to show signs of becoming more structurally sound, creating new opportunities for investors, says Alan Dorsey,... Read more continue reading

Embracing the prospects of proximity

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The slowdown in growth in China has left many investors wondering whether Asia can continue to deliver.  But with the Federal Government’s White Paper calling for closer ties between Australia... Read more continue reading

Is Asia an investment safe haven?

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Some of the countries of Asia have been among the best places to ride out the financial crisis. “Asia as a safe haven is a novel concept for anyone who... Read more continue reading

An emerging investment?

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As clouds continue to shroud the outlook for global economic growth, ASEAN remains a bright spot for growth – and investors. The region is in a good position in terms... Read more continue reading

What does the ECB move mean for Asian markets?

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David Urquhart, Portfolio Manager of the Fidelity Asia Fund, said, “If approved by the Germans, the bond-buying plan announced last night has the potential to provide some stability to the... Read more continue reading

China: Well-placed for a second half recovery

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Chinese retail sales rose by 13.1 per cent on a year ago (consensus 13.5 per cent); industrial production was up 9.2 per cent (consensus 9.7 per cent); and fixed asset... Read more continue reading